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Investment Management

rMoney

rMoney: Unified Account Aggregation for Investment Management.

"rMoney is a comprehensive account aggregation platform designed to provide RIAs with a unified view of client financial data. By securely connecting to various financial institutions, rMoney streamlines portfolio monitoring, reporting, and financial planning workflows for enhanced client service."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #144 in Investment Management
Validated Adoption
65 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated data aggregation from multiple sources
Comprehensive client financial data view
Enhanced reporting capabilities
Improved data accuracy and reconciliation
Secure data transmission and storage

Primary Use Cases

Automated data feeds for financial planning
Creating consolidated client reports
Monitoring portfolio performance

Agentic Intelligence Briefing

"rMoney empowers RIAs with a unified view of client finances through automated account aggregation, leading to better investment insights."

Real-time Forensic Synthesis

Competitive Strengths

Robust account aggregation
Improved client data management
Streamlined portfolio reporting

Adoption Hazards

Lack of pricing transparency
Potential integration challenges with some platforms

Stack Compatibility Profile

How rMoney integrates into institutional RIA stacks.

65 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Bloomberg Tax (BNA)
94%
Stack Correlation
Elements Financial Planning
92%
Stack Correlation
Morningstar Office
89%
Stack Correlation
Bill.com
89%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking efficient account aggregation solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Albridge
2Yodlee

Value Proposition

"rMoney simplifies investment management with powerful account aggregation, giving RIAs more time to focus on client relationships."

Audit Your RIA Stack

See how rMoney fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

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Amplify

Amplify: Powering Portfolio Management for RIAs.

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Andes

Andes: Aligning investments with client risk profiles.

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Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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